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Posted by
Two Blokes May 17 -
Filed in
Stock
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3 views
Uber's stock has reached all-time highs, reducing the margin of safety despite strong recent results and improved prospects. My fair value model suggests Uber offers ~10% annual returns at current prices, but with less upside than when shares were cheaper. Key risks include regulatory uncertainty, competition, and limits to take rate expansion, though autonomous vehicles may offer long-term opportunities.
